Investment Funds Performance
Diversified and Thematic
Fund Name |
1 Month |
6 Months |
1 Year |
2 Years |
3 Years |
5 Years |
|---|---|---|---|---|---|---|
High Growth Fund |
-0.13% |
14.56% |
14.08% |
19.83% |
||
Growth Fund |
-0.11% |
12.23% |
12.08% |
17.00% |
14.17% |
8.54% |
Balanced Fund |
-0.10% |
9.66% |
9.44% |
13.64% |
11.32% |
6.04% |
Conservative Fund |
-0.07% |
4.67% |
5.38% |
8.20% |
6.67% |
1.95% |
Homes and Income Fund |
0.25% |
1.98% |
3.95% |
4.88% |
Single Sector
Fund Name |
1 Month |
6 Months |
1 Year |
2 Years |
3 Years |
5 Years |
|---|---|---|---|---|---|---|
NZ Share Fund |
-0.64% |
8.00% |
2.75% |
8.62% |
5.42% |
1.25% |
NZ Bond Fund |
-0.93% |
3.76% |
5.52% |
6.77% |
4.92% |
-0.15% |
NZ Cash Fund * |
0.21% |
1.75% |
3.98% |
4.89% |
||
Hedged Global Share Fund |
-0.01% |
15.48% |
15.40% |
22.33% |
||
Unhedged Global Share Fund |
-0.15% |
20.27% |
20.97% |
27.48% |
||
Hedged Global Bond Fund |
0.09% |
2.54% |
2.83% |
4.65% |
These returns are to 30-11-2025 and are before tax and after fund management fees. Yearly returns are per annum. Past performance is not necessarily an indicator of future performance and return periods may differ.
* This return includes the performance of the Defensive Investment Fund before the 1st of July 2024.